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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

760 hedge funds and large institutions have $18.9B invested in Dimensional US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 284 increasing their positions, 223 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+78
Holders Change %
+11.44%
% of All Funds
11.14%
Holding in Top 10
198
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+20.73%
% of All Funds
2.9%
New
116
Increased
284
Reduced
223
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.19B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.45B
3
AC
3
Apella Capital
Connecticut
$181M
4
OIA
4
OneDigital Investment Advisors
Kansas
$68.2M
5
PWS
5
Paragon Wealth Strategies
Florida
$42.3M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$10.6M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$187M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$48.4M
4
UCFA
4
United Capital Financial Advisors
Texas
$0
5
RA
5
RFG Advisory
Alabama
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$132M +$4.56M +156,127 +4%
TWP
27
TFO Wealth Partners
Ohio
$129M -$3.61M -123,385 -3%
JTWM
28
Jackson Thornton Wealth Management
Alabama
$128M -$4.82M -164,788 -4%
AAM
29
Austin Asset Management
Texas
$125M +$1.21M +41,540 +1%
B
30
Bridgeworth
Alabama
$122M -$1.23M -41,955 -1%
CPA
31
Cardiff Park Advisors
California
$121M -$903K -30,901 -0.7%
PCA
32
Prosperity Capital Advisors
Ohio
$121M +$12.2M +415,966 +11%
Cerity Partners
33
Cerity Partners
New York
$116M -$744K -25,465 -0.6%
EAM
34
Evanson Asset Management
California
$115M +$1.11M +38,060 +1%
TFP
35
Triune Financial Partners
Kansas
$106M +$143K +4,888 +0.1%
UBS Group
36
UBS Group
Switzerland
$102M -$382K -13,078 -0.4%
SSC
37
Syverson Strege & Co
Iowa
$101M -$1.3M -44,590 -1%
AF
38
Allworth Financial
California
$97.1M -$929K -31,769 -0.9%
AFG
39
Altiora Financial Group
Ohio
$95.7M +$20.6M +705,439 +27%
AssetMark Inc
40
AssetMark Inc
California
$94.2M +$1.23M +42,000 +1%
Mariner
41
Mariner
Kansas
$93.6M +$347K +11,860 +0.4%
ADL
42
Asset Dedication LLC
California
$92.1M -$3.49M -119,398 -4%
OFA
43
Onyx Financial Advisors
Idaho
$89.9M +$1.14M +39,056 +1%
MWP
44
Meridian Wealth Partners
Pennsylvania
$89.3M -$1.43M -48,842 -2%
B
45
BetterWealth
California
$85M +$6.65M +227,639 +8%
JWA
46
JFS Wealth Advisors
Pennsylvania
$84.8M +$5.25M +179,546 +7%
CWM
47
Core Wealth Management
Florida
$84.1M -$2.09M -71,336 -2%
CCA
48
Catalyst Capital Advisors
New York
$83.8M -$2.33M -79,789 -3%
MRC
49
Millburn Ridgefield Corp
New York
$83.8M -$2.33M -79,789 -3%
FMWA
50
Forvis Mazars Wealth Advisors
Missouri
$83.1M -$2.4M -82,131 -3%
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